Single Source of Truth
Unified Commercial Reporting
Establish a single point of truth for conversion rates, pipeline health, and cohort revenue.
Leadership gains total visibility into actual delivered revenue versus estimates.
What this unlocks
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What success looks like.
The measurable shifts this engagement is designed to unlock.
Automated Lead Routing
Outbound Sales Efficiency
Empower the new 5-person outbound team with automated outreach and lead routing.
Increased proactive prospecting activity and faster lead response times.
Drive Account Penetration
Account Expansion
Track employer account health and qualification penetration to drive cross-sell opportunities.
Higher lifetime value per employer through leadership and management training upsells.
£60k Annual Saving
System Consolidation
Replace Salesforce, Pardot, Mailchimp, and Calendly with one integrated platform.
Reduced software spend and eliminated manual data re-entry.